Market Cap
$10.6B
AES
AES CORP
$14.92 ▲ +0.13%
Prev close $14.90Market cap$10.6B
12-mo target$15.00 (+0.5%)
High Impact Filing (7/10)37 New Institutional Positions13 Institutional Exits Traditional Energy
Snapshot
The big-picture read on AES right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Inst. Holders
50 funds
Inst. Value
$7.0B
Inst. Activity
37 buys / 13 sells
Social Sentiment
76° Bullish
SEC Reports
11
Price chart 30d +0.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 7, 2026 dark_pool
Jul 21, 2026 SEC Dark Pool: AES — 5.2M shares, 26,388 trades
Week starting 2026-09-07. Total ATS volume: 5,200,245 shares across 26,388 trades.
AES CORP saw a mixed institutional cluster in 2026-Q2: 6 smaller active managers added or doubled positions totaling $5.
INST-CLUSTER — Impact 4/10
Jun 30, 2026 Inst.
BALYASNY ASSET MANAGEMENT L.P. — DOUBLED
34,633,491 shares ($507.7M)
Jun 30, 2026 Inst.
Jun 26, 2026 SEC MILLENNIUM MANAGEMENT LLC — DOUBLED
21,304,566 shares ($312.3M)
AES stockholders voted overwhelmingly to approve the $15.00 per share cash acquisition by a consortium led by Global Inf
8-K — Impact 7/10
The court denied in part Lennox AES Holdings' motion to dismiss counterclaims by Jason Benton, allowing breach of contra
COURT-RULING — Impact 5/10
Jun 23, 2026 Event
Lennox AES Holdings LLC and Lennox AES Industries LLC v. Jason Benton
Court ruling from District Court, D. Delaware. Docket: 1:25-cv-00755
Apr 29, 2026 Insider
ANDERSON GERARD M was granted 6,920 shares
Director @ $14.45 ($100.0K)
Analyst ratings buy % -100.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| May 7, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Apr 9, 2026 | Susquehanna | DOWNGRADE | Neutral | 56% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 0 | 0 | 13 | 4 | 1 | 0% | |
| Aug 1, 2026 | 0 | 0 | 13 | 4 | 1 | 0% | |
| Jul 1, 2026 | 0 | 0 | 13 | 4 | 1 | 0% | |
| Jun 1, 2026 | 0 | 0 | 13 | 4 | 1 | 0% | |
| May 1, 2026 | 1 | 3 | 12 | 0 | 0 | 25% | |
| Apr 1, 2026 | 1 | 4 | 11 | 0 | 0 | 31% | |
| Mar 1, 2026 | 3 | 7 | 9 | 0 | 0 | 53% | |
| Feb 1, 2026 | 3 | 9 | 6 | 1 | 0 | 63% |
Price targets
Where 8 covering analysts think AES trades over the next 12 months.
$15.00 +0.5% upside Hold
Current$14.92 Low$15.00 Median$15.00 High$15.00 8 analysts
$15.00$15.00
Analyst rating None as of Oct 2, 2026
Social media sentiment mood +20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
76°
Bullish
BearishNeutralBullish
Recent posts
North Lamont Is Starting To Look Like A Real Target Stack For NovaRed Mining
▲ 1 · 💬 0· ⚡ 0.5
AI power demand is getting all the headlines but the more interesting shift may be what the grid now needs from everyone around it
▲ 1 · 💬 0· ⚡ 0.5
The real bullish signal for energy orchestration isn’t oil it’s AI becoming a grid participant
▲ 1 · 💬 1· ⚡ 0.5
AI Data Centers Just Became Grid Assets… Cities Are Next
▲ 0 · 💬 4
Joining law firms' investigative actions after the company agrees to be bought out.
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
11 SEC filing reports analyzed · 4 bullish, 1 bearish, 1 mixed, 5 neutral · avg impact 5.0/10.
MIXEDINST-CLUSTER4/10
AES CORP saw a mixed institutional cluster in 2026-Q2: 6 smaller active managers added or doubled po
Jul 21, 2026
BULLISH8-K7/10
AES stockholders voted overwhelmingly to approve the $15.00 per share cash acquisition by a consorti
Jun 26, 2026
BEARISHCOURT-RULING5/10
The court denied in part Lennox AES Holdings' motion to dismiss counterclaims by Jason Benton, allow
Jun 24, 2026
NEUTRAL8-K2/10
AES filed an 8-K supplementing its definitive proxy statement in response to two shareholder lawsuit
Jun 12, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: AES — 5.2M shares, 26,388 trades
Week starting 2026-09-07. Total ATS volume: 5,200,245 shares across 26,388 trades.
Sep 1, 2026
ftd
FTD: AES — 136,117 shares ($2.0M) failed to deliver
Settlement: 20260901, Price: $14.74, FTD Value: $2,006,364.58, THE AES CORPORATION
Aug 31, 2026
dark_pool
Dark Pool: AES — 6.7M shares, 44,982 trades
Week starting 2026-08-31. Total ATS volume: 6,690,483 shares across 44,982 trades.
Aug 24, 2026
dark_pool
Dark Pool: AES — 8.8M shares, 47,729 trades
Week starting 2026-08-24. Total ATS volume: 8,804,415 shares across 47,729 trades.
Aug 17, 2026
dark_pool
Dark Pool: AES — 6.4M shares, 43,945 trades
Week starting 2026-08-17. Total ATS volume: 6,358,371 shares across 43,945 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.93 | $0.93–$0.93 | 23.9% | +27.3% | 0↑ 1↓ | $3.4B | 1 |
| Next Q | $0.60 | $0.60–$0.60 | -26.4% | +1.4% | 0↑ 1↓ | $3.2B | 1 |
| Current FY | $2.29 | $2.13–$2.40 | -2.3% | — | — | $14.3B | 10 |
| Next FY | $2.37 | $2.10–$2.67 | 3.6% | -0.3% | 1↑ 1↓ | $13.4B | 10 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.929 | — |
| 7d ago | $0.730 | +0.200 |
| 30d ago | $0.730 | +0.200 |
| 60d ago | $0.730 | +0.200 |
| 90d ago | $0.809 | +0.120 |
Institutional ownership
Which big funds own AES (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $7.0B total value (480,522,131 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 37 institutions added/increased vs 13 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 49,278,892 | $722.4M | 10.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 46,504,987 | $681.8M | 9.7% | — |
| STATE STREET CORP | 42,891,937 | $628.8M | 8.9% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 35,374,898 | $518.6M | 7.4% | — |
| BALYASNY ASSET MANAGEMENT L.P. | 34,633,491 | $507.7M | 7.2% | DOUBLED +209.7% |
| GEODE CAPITAL MANAGEMENT, LLC | 25,120,280 | $367.8M | 5.2% | — |
| MILLENNIUM MANAGEMENT LLC | 21,304,566 | $312.3M | 4.4% | DOUBLED +114.6% |
| MORGAN STANLEY | 20,996,464 | $307.8M | 4.4% | — |
| Invesco Ltd. | 18,548,188 | $271.9M | 3.9% | — |
| GOLDMAN SACHS GROUP INC | 14,647,897 | $214.7M | 3.0% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BALYASNY ASSET MANAGEMENT L.P. | DOUBLED | 11,183,361 | 34,633,491 | +209.7% | $507.7M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 9,925,730 | 21,304,566 | +114.6% | $312.3M |
| CITADEL ADVISORS LLC | DOUBLED | 2,212,787 | 13,701,040 | +519.2% | $200.9M |
| Qube Research & Technologies Ltd | DOUBLED | 4,723,464 | 10,935,897 | +131.5% | $160.3M |
| UBS Group AG | TRIM | 14,950,042 | 9,560,511 | -36.1% | $140.2M |
| AMERIPRISE FINANCIAL INC | NEAR_EXIT | 33,071,890 | 6,439,603 | -80.5% | $94.4M |
| BANK OF AMERICA CORP /DE/ | TRIM | 7,352,330 | 5,496,860 | -25.2% | $80.6M |
| JPMORGAN CHASE & CO | DOUBLED | 1,337,034 | 5,434,911 | +306.5% | $80.0M |
| Man Group plc | DOUBLED | 2,071,337 | 4,444,679 | +114.6% | $65.2M |
| ALLIANCEBERNSTEIN L.P. | ADD | 3,125,567 | 4,011,494 | +28.3% | $56.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
16 insiders, 50 transactions. Net $0.00 — $0.00 bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Apr 29, 2026 | ANDERSON GERARD M | Director | AWARD | 6,920 | $14.45 | $100.0K |
| Apr 29, 2026 | Bhandari Inderpal S | Director | AWARD | 12,111 | — | — |
| Apr 29, 2026 | DAVIDSON JANET | Director | AWARD | 2,076 | $14.45 | $30.0K |
| Apr 29, 2026 | KOEPPEL HOLLY K | Director | AWARD | 12,111 | — | — |
| Apr 29, 2026 | Laulis Julia M. | Director | AWARD | 12,111 | — | — |
| Apr 29, 2026 | MONIE ALAIN | Director | AWARD | 12,111 | — | — |
| Apr 29, 2026 | Naim Moises | Director | AWARD | 6,920 | $14.45 | $100.0K |
| Apr 29, 2026 | Sebastian Teresa Mosley | Director | AWARD | 12,111 | — | — |
| Apr 29, 2026 | Naim Moises | Director | AWARD | 12,111 | — | — |
| Apr 29, 2026 | DAVIDSON JANET | Director | AWARD | 12,111 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for AES.
Shares short
18,476,963
Settlement Sep 15, 2026
Change vs prior
+5.9%
Semi-monthly cycle
Days to cover
2.6
At avg daily volume
Of shares outstanding
≈2.6%
Estimate — not % of float
All AES filing & press-release reports (11)
- INST-CLUSTER reportJul 21, 2026
- 8-K reportJun 26, 2026
- COURT-RULING reportJun 24, 2026
- 8-K reportJun 12, 2026
- PREM14A reportMay 4, 2026
- 8-K reportApr 16, 2026
- DEFA14A reportMar 20, 2026
- DEFA14A reportMar 11, 2026
- DEFA14A reportMar 3, 2026
- DEFA14A reportMar 2, 2026
- DEFA14A reportMar 2, 2026